Portfolio Relationship Manager

Role & responsibilities :

• Manage and monitor client investment portfolios based on financial goals, risk profile, and investment objectives.
• Develop and implement investment strategies across Equity, Mutual Funds, PMS, AIF, Bonds, and other financial products.
• Conduct regular portfolio reviews and recommend suitable buy, sell, and hold decisions.
• Track market trends, economic developments, and company/sector performance to identify investment opportunities.
• Maintain strong relationships with HNI/UHNI and affluent clients and understand their investment requirements.
• Monitor portfolio performance, asset allocation, risk exposure, and returns.
• Provide regular portfolio updates and investment insights to clients.
• Identify opportunities for cross-selling and upselling investment and wealth-management products.
• Coordinate with research, dealing, operations, and advisory teams for smooth execution of client requirements.
• Ensure proper documentation, compliance, KYC, and adherence to company/regulatory guidelines.
• Focus on AUM growth, client retention, revenue generation, and portfolio performance.

Preferred candidate profile

Responsible for managing client investment portfolios, developing investment strategies, monitoring portfolio performance, providing market-based investment recommendations, handling HNI/UHNI relationships, and driving AUM growth through suitable financial products and solutions.